At a Glance
- Tasks: Manage deals, update CRM, and support the Partner with administrative tasks.
- Company: Join a successful Commercial Finance Brokerage linked to a top International Accountancy Firm.
- Benefits: Competitive salary, genuine work/life balance, and excellent benefits.
- Other info: Hybrid role based in Preston with great career growth potential.
- Why this job: Be part of an award-winning team where your contributions truly matter.
- Qualifications: Strong organisational skills and some financial services experience preferred.
The predicted salary is between 30000 - 40000 £ per year.
James George Recruitment has partnered with a highly successful Commercial Finance Brokerage, which also has an affiliation to a leading International Accountancy Firm. Following a period of sustained growth, they have created a new position for a Senior Partner to support the Partner based in the North West and assist the wider team with administrative tasks. This is a Hybrid role where you will be predominantly based at their office in the Preston area.
Responsibilities:
- Efficient management of deals being placed into the market for funding solutions as well accounting administration work and managing calendars etc.
- Logging all new introductions onto the CRM database.
- Updating the CRM database to ensure the appropriate deal status is applied to each Prospect.
- Ensuring Key CRM tasks dates are observed and that the system is updated in a timely manner.
- Producing management reports at agreed intervals from the CRM database.
- Placing deals to Funders via direct portal access or other agreed method.
- Acting as the primary point of reference for all parties in respect of placed deals.
- Maintaining the Deal Flow Board.
- Taking on Invoicing and accounts package management.
- Keeping up to date BDM spreadsheets.
- Experian searches.
- PA responsibilities for the Partner including managing diary and making travel arrangements etc.
To be successful in this role, you should be well-organised, have great time management skills and be able to act autonomously when required. Some financial services and/or bookkeeping experience would be an advantage.
Ultimately, you will contribute to the efficiency of their business by providing personalised and timely support to the team and particularly the Partner. An excellent range of benefits accompany a competitive basic salary as well as a genuine work/life balance, which can be very hard to find in this line of work! This is an excellent opportunity for someone to join a successful, award-winning business where your hard work and success will really be noticed.
Senior Administrator in Preston employer: JAMES GEORGE RECRUITMENT LIMITED
At James George Recruitment, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work environment in the heart of Preston. Our hybrid working model promotes a healthy work/life balance, while our affiliation with a leading International Accountancy Firm provides unique opportunities for professional growth and development. Join us to be part of an award-winning team where your contributions are valued and recognised.
Contact Details:
JAMES GEORGE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator in Preston
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JAMES GEORGE RECRUITMENT LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Administrator in Preston
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JAMES GEORGE RECRUITMENT LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JAMES GEORGE RECRUITMENT LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JAMES GEORGE RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JAMES GEORGE RECRUITMENT LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JAMES GEORGE RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JAMES GEORGE RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
